Advisory Agent - Member and Client Experience - #8991321

Desjardins


Date: 2022-11-24
Contract type: Part time
Desjardins
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Job Level NV-04 As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide

You support and advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs

You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety General Information on the Position Main Responsibilities
  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases
  • Stay on top of the latest standards, products and services in your field
  • Uphold compliance, security and risk management standards
Other working conditions
  • Schedule : 33,5 hours/week, including 1 evening shift
  • Workplace : The work arrangement for the position is full-time on-site work #LI-Onsite
  • Number of jobs available : 1
Qualifications
  • High school diplomas
  • A minimum of 3 years of relevant experience
Please note that other combinaisons of qualifications and relevant experience may be considered
  • For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
  • Knowledge of all counter and convenience products and services
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services and transactions
  • Knowledge of service standards
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning Key competencies for the job Communicates effectively, Situational adaptability, Tech savvy Work Location 789, rue Principale Saint-Alphonse-Rodriguez Trade Union Non Syndiqué Unposting Date 2022-12-7 Job Family Member/client sales and service (FG) Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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